“David was hugely experienced and very entertaining. I would recommend this course to all!” – The NHS Budget Holder’s Survival Guide – Cambridge

The NHS Budget Holder's Survival Guide - davidbaileyfcca

Another great day running The Budget Holder’s Survival Guide – this time near Cambridge for a large mixed group of NHS staff. Thanks to everyone who made it such a great day.

Evaluation Comments

Comments from today’s event include (with permission gratefully received from each participant):

“One of the most ‘user-friendly’ courses for NHS managers. Equal measure of fun and informative.”Zoe Lundie, Therapy Manager, Luton and Dunstable University Hospital

“Confidence and skill-building workshop, with an engaging style.”

“A really useful day delivered in a friendly and understandable manner. Would recommend to colleagues.”

“Thank you David for a hugely inspirational day and helping me realise there is much more to budgets than just numbers. David was hugely experienced and very entertaining. I would recommend this course to all!”Adam Smith, Dentist

“It took four attempts for me to get my maths O level so attending today was really daunting! The course objectives and way they were delivered has allowed me to leave today with a bit more confidence and ‘bounce in my step’! I look forward to putting this into practice. Thank you.”

“A worthwhile training session that will be of great use in my every day role as a budget holder. Thank you.”

“Better understanding of budgets and the impacts these have.”

“Relaxed informal session. Very useful and informative.”

“The course was incredibly witty, informative and enjoyable. I would thoroughly recommend it.”

“Very interesting and engaging session. Learning whilst having fun.”

“Very informative and David is very knowledgeable about NHS budgets. I feel more confident in explaining the budget to my team.”

“An interesting session that helped me to better understand and interpret budgets. Well delivered.”

“Engaging, funny and with a good understanding of the human factors affecting budgetary management and the importance of linking effective management with effective patient care.”

The course content was excellent, kept nice and simple and I will take a lot away from it. VERY good tutor. Thank you!”

“Really informative in simple, easy to understand terms and David is very engaging throughout the whole day.”

“Budget reports interpretation made easy!”

“A must for any NHS worker that manages budgets and is involved with ward / department management.”

“An interactive and informative session to equip a budget holder with the necessary skills for financial control. Delivered with humour and a tongue in cheek approach.”

It’s always interesting to see how people’s confidence in interpreting financial reports can be transformed in just a day. I’ve spent two decades doing finance training within the NHS and have developed a Seven Step Method for interpreting financial reports using seven questions, making three calculations and taking no more than 15 minutes. It works every time.


It’s essential to have a Budgetary Control Policy within your organisation if you’re going to have clear standards of financial support and clear policies for financial practice. Examples of Budgetary Control Policies include:

Lincolnshire Partnership – Budgetary Control Manual
The Shrewsbury and Telford Hospital NHS Trust – Budgetary Control Policy
Northern, Eastern and Western Devon CCG – Budget Holders Manual

I wish you luck in implementing your Action Plan. Do let me know how you get on. Many thanks to everyone who made the day so successful. Feel free to leave a review below in Leave A Reply. Thank you.

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